Institutional Ownership
Ishares Tr
CUSIP 464287770U.S. FIN SVC ETFIYGQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
264
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Dynasty Wealth Management, LLC | 2.18M | $180.51M |
| 2 | Riverfront Investment Group, LLC | 1.48M | $122.44M |
| 3 | Jpmorgan Chase & Co | 1.39M | $112.63M |
| 4 | Envestnet Asset Management Inc | 1.25M | $103.23M |
| 5 | Morgan Stanley | 1.03M | $85.69M |
| 6 | Goldman Sachs Group Inc | 1.03M | $85.60M |
| 7 | Sagespring Wealth Partners, LLC | 896.1K | $74.23M |
| 8 | Openarc Corporate Advisory, LLC | 765.3K | $63.40M |
| 9 | Bank Of America Corp /De/ | 470.3K | $38.96M |
| 10 | Lpl Financial LLC | 467.5K | $38.72M |